How to use search operators for better results

 

Operator Name & Symbol

Definition

Example Scenario

Field Selection &

Search For Entry

Less than

<

Finds values less than what you enter

If you were searching for invoices totaling “less than” $1500.00

Enter <1500.00 for the Balance field.

Less than or equal to

or <=

Finds values less than or equal to what you enter.

If you were searching for all timesheets with a date older than or equal to 3/1/2007

Enter <=3/1/2007 for the Date field.

Greater than

>

Finds values greater than what you enter

If you were searching for timesheets with hours greater than 3

Enter >3 for the Hours field.

Greater than or equal to

or >= 

Finds values greater than or equal to what you enter

If you were searching for invoices totaling $1500.00 or more

Enter 1500.00 for the Balance field.

Exact match of word.

=

Match whole word (or match Empty).

If you were searching for a category with the word Market in the title.

Or, if you were searching for all invoices equal to $1500.00

Enter =market for the Category Name field to find records such as Market Research, General Market, but not Marketing.

 

Enter =1500.00 for the Balance field.

Exact match of entire field

==

Match the field exactly.

If you want to find an exact match to the field.

Enter ==Auto Zone Inc to find a record that matches as Auto Zone Inc, but not Auto Zone or just Auto.

Ellipse

Finds records within a range.

If you were searching for records between two dates.

Or, if you were searching for invoices numbered 10000 through 10003

Enter 1/1/2007…1/31/2007 for the Date field to find all records between and including those dates

Enter 10000…10003 for the Invoice # field to find all invoices between and including the value range.

Duplicates

!

Finds records with duplicate field values

If you think there might be duplicate company records.

Enter ! for the Company Name field to search for all duplicate records.

Today’s date

//

Finds records with today’s date.

If you were searching for all Company records entered today

Enter // for the Creation Date field

Single character variable

@

Replaces a single unknown or variable character

If you were searching for a name, but unsure of the exact spelling – such as Gray or Grey.

 

Enter Gr@y for the Name field

Unlimited character variable

*

Replaces unlimited number of unknown characters

If you were searching for a name, but unsure of the spelling. For example, searching for Schwartzsomething

Enter sch* for the Name field to return all names starting with Sch.

Enter *son* for the Name field to return all variations containing son such as Richardson or Sonamaker

Literal entry

 “criteria”

Finds all criteria entered between the quotation marks, often used for spaces and punctuation

If you were searching for a company with a comma in the company name such as Smith, Webster and Jones

Enter “,” for the Last Name field to return all records with a comma in the name

Or enter “, LTD” to find all companies ending in “, LTD”.

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